Is there a way I can create a report or saved search that will have Sales Orders Vs Quota? I want to show current sales to the salespersons goals.
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James Morris
04/06/2023, 6:44 PM
"Sales Forecast vs. Quota Report" SuiteAnswer 9697.
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Jacob Burke
04/06/2023, 7:02 PM
Thats Sales Forecast, not closed sales. I do not want to see estimates and opportunities. I can use a filter to only show sales orders, but they are transaction totals not booked totals. Which means they are off by 5% or more because of tax
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James Morris
04/06/2023, 7:09 PM
There is an actuals column on that report. My understanding is that taxes are intentionally excluded from that report ala SuiteAnswers 90106. Are you saying you want to included tax in the actuals?
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Jacob Burke
04/06/2023, 7:23 PM
The actual column does not pull any data when I add that. I would wonder why? I was under the impression actuals are related to revenue or invoiced totals